salesforce shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $499k | 2.1k | 236.95 |
| 2025-06-30 | $569k | 2.1k | 273.42 |
| 2025-03-31 | $308k | 1.1k | 268.36 |
| 2024-12-31 | $367k | 1.1k | 334.39 |
| 2024-09-30 | $285k | 1.0k | 273.71 |
| 2024-06-30 | $237k | 922 | 256.82 |
| 2024-03-31 | $290k | 964 | 301.18 |
| 2023-12-31 | $236k | 896 | 263.14 |